What High-Level Teaming Looks Like in Estate Planning and Client Advisory Services
Jordon Rosen, CPA, MST, AEP®
Director, Tax & Small Business , Belfint, Lyons & Shuman, P.A.
Jordon is a Director and shareholder at BLS and heads the firm’s estate and trust practice. Jordon also provides tax consulting and compliance services to the firm’s higher net worth clients and business owners. He is the Past President of the National Association of Estate Planners and Councils (NAEPC) and has served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Jordon is also a member of the AICPA Trust, Estate and Gift Technical Resource Panel and is a member of the editorial board of Thomson Reuters Focus publication.
Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs, and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has been recognized multiple years as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.
Jordon is a frequently sought out speaker both locally and nationally on tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Master’s degree in Taxation from Widener University.
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